Use Case · B2B Insurance Brokers

We run your LinkedIn outreach.
You get the meetings.

Give us your ICP: the companies you want to quote group benefits for. We scrape LinkedIn against it, enrich the list, and run a full outreach sequence in your voice, so qualified HR decision-makers land in your own LinkedIn inbox ready to talk.

One dedicated LinkedIn account, run daily, with replies landing straight in your inbox.

90-DAY FUNNEL
Connection requests sent
540
↓ cold audience
Connections accepted
16230%
↓ sequence sent
Prospects messaged
14388%
↓ replied
Replies received
1712%
One Real Funnel

What one brokerage's first 90 days looked like

This is a representative example built from typical results, illustrating what a single dedicated LinkedIn account produces against a cold audience of HR decision-makers in its first three months.

540
Connection requests sent
30%
Acceptance rate, cold audience
88%
Of accepted connections messaged
17
Replies, 12% of those messaged
Why Brokers Use Us

Your ICP in, booked renewal conversations out

You tell us who you want to quote: company size, industry, and renewal timing. We scrape LinkedIn against that ICP and run the outreach that turns it into conversations with HR and benefits decision-makers.

The Process

From ICP to booked meetings, in 7 steps

This is the exact system behind the funnel above. No dashboard for you to log into, just new client conversations landing in your inbox.

01

Give us your ICP, we scrape LinkedIn against it

We start with a working session to define exactly who you want to quote: company size, industry, and renewal timing. From there, we scrape LinkedIn and Sales Navigator against those filters to build your prospect pool.

  • Your ICP defined once, reused every month
  • Sales Navigator search filters built and saved
  • Raw prospect pool scraped and de-duplicated
YOUR ICP
Title:HR Director, VP People Industry:Professional Services, Manufacturing Size:50 to 500 employees Region:US
980
profiles matched for your pipeline
02

We import and enrich every matching prospect

Every scraped profile is imported and enriched with firmographic and role data: company size, industry, and headcount growth. This is what keeps your outreach specific instead of generic, even at volume.

  • Company and contact data enriched automatically
  • Duplicate and out-of-ICP profiles filtered out
  • Enriched list synced to your CRM if needed
IMPORT & ENRICHMENT
Karen Blake
HR Director · 120 employees · Manufacturing
Enriched
Tom Alvarez
VP People · 200 employees · Professional Services
Enriched
Linda Osei
Head of HR · 80 employees · Logistics
Enriched
03

Optional: we capture and verify email addresses too

If you want a combined LinkedIn and email motion, we run an automated email waterfall alongside enrichment: finding, matching, and verifying a work email for each prospect before it ever gets used in outreach.

  • Email discovery run automatically across multiple sources
  • Verification step removes invalid or risky addresses
  • Fully optional, toggle it on or off anytime
EMAIL WATERFALL
Domain pattern match1,510 found
Third-party data sources238 found
Verified deliverable1,432 valid
Email match rate82%
04

We write the message sequence in your voice

Our team writes the connection note and every follow-up in your brokerage's voice, based on your positioning and the conversations that already win you clients. Nothing goes live until you have reviewed and approved it.

  • Multi-step sequence, not a single generic message
  • Written in your voice, reviewed before launch
  • Refined over time based on reply performance
SEQUENCE
Step 1 · Connection noteHi Karen, saw your company's recent growth in the news. We work with HR teams on group benefits at exactly that stage, thought it was worth connecting.
Step 2 · Day 2 follow-upThanks for connecting. Quick context on why I reached out: curious when your current plan renews and whether it's been reviewed recently.
Step 3 · Day 6 follow-upCircling back in case this got buried. Happy to run a quick comparison ahead of your renewal, no pressure either way.
05

Connection requests go out from your own LinkedIn account

Outreach runs every business day from your dedicated, warmed-up LinkedIn account, capped well within LinkedIn's safe activity thresholds, with human-like timing between actions.

  • Dedicated IP and account, fully yours
  • Daily volume capped and randomized
  • New accounts warmed up gradually first
DAILY SENDING
Connection requests sent today38 / 80
Request sent
Fiona Marsh, HR Director
Sent
Request sent
Kwame Osei, VP People
Sent
06

The cadence runs automatically: connect, wait, follow up

Once a request is accepted, the sequence takes over on its own schedule. A short pause after each touch keeps the pacing human, and every follow-up only sends if the prospect has not already replied.

  • Automated wait periods between every message
  • Sequence stops the moment someone replies
  • Runs automatically, without you triggering anything
CADENCE FLOW
1
Connection request sent
Day 0
Wait 2 days
2
Follow-up message 1
Day 2, only if no reply
Wait 4 days
3
Follow-up message 2
Day 6, only if no reply
Wait 5 days
4
Breakup message
Day 11, sequence closes
07

Replies land straight in your own LinkedIn inbox

There is no middleman inbox. Every reply arrives directly in your own LinkedIn account, in real time, the same as any other message you get. We monitor activity daily, sort intent, and flag warm leads, but you are always talking to prospects from your own inbox, not through a tool.

  • Replies arrive natively in your LinkedIn inbox
  • We monitor daily and flag warm intent for you
  • You respond directly, from your own account, no delay
YOUR LINKEDIN INBOX
Karen Blake
HR Director · new message
Unread
In: your LinkedIn inbox"Our renewal is actually coming up, happy to compare quotes."
Flagged as warm this week8
Meetings booked3
FAQ

LinkedIn outreach for insurance brokers, common questions

How does this help insurance brokers book renewal and prospecting meetings?

We build a prospect list matching the brokerage's ideal client profile, then run personalized connection requests and follow-ups from a dedicated LinkedIn account every business day, so replies about a meeting land directly in the broker's own inbox.

What kind of results can a brokerage expect?

In a typical campaign, our system matches around 980 profiles against the brokerage's targeting criteria, with warm leads and booked meetings flagged as replies come in.

Do brokers need to manage the outreach themselves?

No. Prospecting, message writing, daily sending, and reply monitoring are all handled by our team, so the brokerage spends zero time inside a dashboard.

Is this safe for a brokerage's LinkedIn account?

Yes. Every account runs within LinkedIn's safe daily activity limits, warms up gradually, and uses human-like timing between actions.

Ready to fill your own broker pipeline?

Every plan includes the full done-for-you service, running from your own dedicated LinkedIn account.

See Pricing
Choose Your Plan

Pick the plan that fits your goals